CWM
SLI

Cornerstone Wealth Management’s Standard Lithium SLI Stock Holding History

Cornerstone Wealth Management’s Portfolio SLI Stock Details SLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,850
Closed -$17.5K – 602
2024
Q3 		$17.5K Buy
+10,850
New +$14K ﹤0.01% 562

Other funds holding SLI

KI
Koch Inc Wichita, Kansas $1.09B AUM 59.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
CCS
Concentric Capital Strategies Stamford, Connecticut $1.8B AUM 51.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

Cornerstone Wealth Management's SLI Position: Q4 2024 in Review

Cornerstone Wealth Management sold out of Standard Lithium (SLI) in Q4 2024, closing a stake of 10,850 shares — an estimated $17.5K sold.

Cornerstone Wealth Management first reported a position in SLI in Q3 2024 and held it in 1 quarter. The position peaked at $17.5K in Q3 2024. 107 funds tracked by Wall St. Rank hold SLI as of Q4 2024.

  • Cornerstone Wealth Management reported no remaining Standard Lithium position as of Q4 2024 after selling out during the quarter.
  • Cornerstone Wealth Management sold 10,850 Standard Lithium shares in Q4 2024, an estimated $17.5K.
  • Cornerstone Wealth Management first reported a position in Standard Lithium in Q3 2024 and held it in 1 quarter.
  • Cornerstone Wealth Management's Standard Lithium position peaked at $17.5K in Q3 2024.
  • 107 funds tracked by Wall St. Rank held Standard Lithium as of Q4 2024.

Based on Cornerstone Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.